Overview

We are interested in exploring opportunities to purchase or merge in like-minded practices in the Southeast. We are an established faith-integrated firm that helps clients align their planning, investment, and stewardship decisions with what they value most. We currently have 4 locations in the following states: AL, GA, FL and TN.

Market
RIA
Member Level
Premier
Last Activity
this month
Listing Age
55 days old

Business Data

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Clearing Firm / Custodian

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